Our Services

We specialize in accounting and financial services for dental, medical, and veterinarian practices, as well as small businesses. See why over 100 small businesses have chosen Trinity Members.

We offer a wide array of financial services and tailor our approach to your specific needs.

The Trinity Members Service Suite

Bookkeeping

Keeping your books organized is a must for any business.

Payroll

Paying your employees correctly and on time builds trust and will help your business thrive.

Cloud Storage

Enjoy cloud storage for all of your financial data through our secure portals.

Tax Strategies

We tailor strategies specific to your business, to ensure your bottomline is as robust as possbile.

Business Returns

We ensure your tax returns are accurate and turned in on time so you never have to worry.

Personal Returns

Let us handle your personal returns to ensure accuracy and IRS compliance.

Franchise Returns

Our expertise includes complicated franchise returns.

Quarterly 941 Filings

Never forget to file your 941 Form again, as we ensure you are in good standing.

Quarterly Tax Estimates

We will give you a clear picture of what you owe each quarter.

Quarterly Meetings

By meetinng once a quarter, we can stay on the same page.

Learn more about our Specialized services

Optometry

Small Business

OUR PROCESS

How It Works

Through years of work, we’ve come up with an easy to use process. From onboarding to execution, we have a seamless process that minimizes your workload and gives you peace of mind. Once you are onboarded, your involvement in the day-to-day and longterm accounting will be reduced significantly so you can focus on what matters most.

While onboarding, we will work with you to gain access to your financial records so our team can begin creating a comprehensive strategy for you with minimal disruption.

During onboarding, we collect necessary data through multiple channels

Our dedicated team reconciles and analyzes your available data

We deliver a post-analysis monthly financial statement with a 6-month outlook

Receive our work in whatever manner is best for you

Testimonials

What It's Like Working With Trinity Members

We have a great track record of collaborating with small businesses, forming close relationships with your office and guiding you every step of the way.

Here is what our clients have to say about working with us.

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